Peachtree Investment Partners, LLC
CIK: 0001743863SEC EDGAR →
Portfolio Value
$301.3B
Holdings
127
As of
Q4 2025
New Positions
127
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 143,531 | $39.0B | 12.95% |
| 2 | MICROSOFT CORP | 69,198 | $33.5B | 11.11% |
| 3 | ELI LILLY & CO | 22,687 | $24.4B | 8.09% |
| 4 | VANGUARD INDEX FDS | 30,218 | $18.9B | 6.29% |
| 5 | VISA INC | 47,023 | $16.5B | 5.47% |
| 6 | SCHWAB STRATEGIC TR | 468,030 | $15.3B | 5.07% |
| 7 | MCKESSON CORP | 13,622 | $11.2B | 3.71% |
| 8 | COSTCO WHSL CORP NEW | 12,135 | $10.5B | 3.47% |
| 9 | HOME DEPOT INC | 30,388 | $10.5B | 3.47% |
| 10 | SCHWAB STRATEGIC TR | 378,722 | $10.2B | 3.38% |
Quarterly Changes
New Positions (127)
$39.0B · 144K shares
$33.5B · 69K shares
$24.4B · 23K shares
$18.9B · 30K shares
$16.5B · 47K shares
$15.3B · 468K shares
$11.2B · 14K shares
$10.5B · 12K shares
$10.5B · 30K shares
$10.2B · 379K shares
$8.1B · 14K shares
$7.7B · 50K shares
$7.4B · 23K shares
$7.3B · 32K shares
$7.2B · 39K shares
$4.9B · 7K shares
$4.1B · 12K shares
$3.9B · 12K shares
$3.6B · 20K shares
$2.9B · 11K shares
$2.9B · 9K shares
$2.6B · 5K shares
$2.6B · 8K shares
$2.4B · 5K shares
$2.1B · 8K shares
$2.0B · 3K shares
$2.0B · 76K shares
$1.9B · 9K shares
$1.7B · 14K shares
$1.5B · 4K shares
$1.3B · 2K shares
$1.3B · 7K shares
$1.2B · 4K shares
$1.2B · 20K shares
$1.1B · 10K shares
$1.1B · 14K shares
$1.0B · 1K shares
$1.0B · 3K shares
$823.0M · 3K shares
$802.0M · 6K shares
$778.0M · 1K shares
$748.0M · 3K shares
$744.0M · 2K shares
$743.0M · 2K shares
$674.0M · 10K shares
$669.0M · 6K shares
$596.0M · 9K shares
$593.0M · 1K shares
$592.0M · 2K shares
$589.0M · 9K shares
$571.0M · 1K shares
$553.0M · 1K shares
$485.0M · 2K shares
$461.0M · 4K shares
$442.0M · 2K shares
$429.0M · 4K shares
$410.0M · 17K shares
$398.0M · 2K shares
$397.0M · 3K shares
$343.0M · 4K shares
$336.0M · 4K shares
$335.0M · 814 shares
$326.0M · 3K shares
$321.0M · 664 shares
$319.0M · 2K shares
$309.0M · 973 shares
$307.0M · 917 shares
$303.0M · 766 shares
$299.0M · 2K shares
$294.0M · 6K shares
$290.0M · 1K shares
$281.0M · 4K shares
$280.0M · 1K shares
$271.0M · 416 shares
$265.0M · 2K shares
$263.0M · 950 shares
$260.0M · 3K shares
$260.0M · 5K shares
$259.0M · 1K shares
$247.0M · 1K shares
$243.0M · 8K shares
$240.0M · 9K shares
$239.0M · 3K shares
$236.0M · 2K shares
$227.0M · 783 shares
$220.0M · 1K shares
$217.0M · 1K shares
$216.0M · 3K shares
$209.0M · 2K shares
$209.0M · 672 shares
$206.0M · 632 shares
$204.0M · 352 shares
$204.0M · 932 shares
$203.0M · 1K shares
$171.0M · 5K shares
$160.0M · 7K shares
$154.0M · 479 shares
$144.0M · 1K shares
$73.0M · 521 shares
$67.0M · 320 shares
$65.0M · 370 shares
$51.0M · 306 shares
$44.0M · 363 shares
$41.0M · 167 shares
$40.0M · 191 shares
$39.0M · 105 shares
$36.0M · 192 shares
$27.0M · 194 shares
$24.0M · 95 shares
$24.0M · 50 shares
$17.0M · 700 shares
$17.0M · 200 shares
$15.0M · 650 shares
$12.0M · 59 shares
$12.0M · 68 shares
$11.0M · 41 shares
$11.0M · 398 shares
$10.0M · 155 shares
$9.0M · 343 shares
$8.0M · 67 shares
$6.0M · 220 shares
$5.0M · 45 shares
$5.0M · 30 shares
$2.0M · 88 shares
$1.0M · 47 shares
$1.0M · 146 shares
$1.0M · 46 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $95.2B | 31.6% |
| Technology | 9 | $89.3B | 29.6% |
| Healthcare | 10 | $42.0B | 14.0% |
| Consumer Cyclical | 12 | $35.8B | 11.9% |
| Consumer Defensive | 7 | $14.3B | 4.8% |
| Industrials | 11 | $9.3B | 3.1% |
| Communication Services | 4 | $8.3B | 2.8% |
| Unknown | 7 | $5.4B | 1.8% |
| Utilities | 4 | $1.1B | 0.4% |
| Energy | 1 | $461.0M | 0.2% |